Search Results | Showing 1 - 10 of 17 results for front accountants |
| | ... said. The acquisition of paraplanning firm Wealth Axis is expected to bring in $1.2 million in revenue, while 4Front Accountants will bring in the highest amount of $4.4 million. The acquisitions are set to finalise on July 1. The acquisition of Wealth ... |
| | | ... Xero has reaffirmed its commitment to machine learning and artificial intelligence to reduce compliance costs and arm accountants and financial advisers "with the tools required to support the world's small businesses." Speaking at the Xero annual shareholder ... |
| | | ... recommendation and rebalancing tools. "Planners see robo-advice assisting across the entire advice delivery spectrum, from the front to the back office," Peker said. When asked how automated advice tools can benefit their business, financial planners ... |
| | | ... expensive for consumers. "The history of the industry and its legacy systems, combined with the dominant culture of high up front commissions in the advisory industry, have been impediments to change so far," he continued. "We welcomed the Trowbridge ... |
| | | ... Website of the Year - Financial Planning Leapfrog Financial - leapfrogfinancial.com.au Finalists - Adrians Chartered Accountants, Evalesco Financial Planning, Experience Wealth, X & Y Wealth Management Digital Marketing Campaign of the Year Legg Mason ... |
| | | ... Nikko AM - nikkoam.com.au T. Rowe Price - troweprice.com.au Website of the Year - Financial Planning Adrians Chartered Accountants - adriansca.com.au Evalesco Financial Planning - evalesco.com.au Experience Wealth - experiencewealth.com.au Leapfrog Financial ... |
| | | ... deserve and expect is to ensure the individuals in our industry take a personal oath of integrity that puts investor rights front and centre of everything they do, every day." The signatories said the financial services industry demands high standards ... |
| | | ... and the Institute of Public Accountants (IPA) in calling for the tax incentives. "The FSC recommends that payments for up-front financial advice should be tax deductible in addition to ongoing financial advice payments to mitigate distortions in the ... |
| | | ... Property Group. He also has experience as a policy adviser with the Federal Department of the Treasury in Canberra. "Yasser's front-line experience in working constructively with the government on business policy issues and, at the same time, representing ... |
| | | ... continued growth of the SMSF sector and future potential changes impacting the industry mean that SMSFs will continue to be front and centre in 2012," said Slattery. |
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